Elevate Your Wealth
At Wisehaupt Bray Wealth Management, we provide sophisticated financial planning and investment management services to successful individuals, families, business owners, and private companies.
As wealth advisors, we bring principles of our shared faith to work, embracing ethical decision-making and accountability as core tenets of our practice. With a strong sense of stewardship and fiduciary responsibility, our experienced team strives to manage every aspect of your wealth with precision and foresight. We believe that serving our clients with honesty and integrity has been essential to our success over the past 43 years.
Our team can help you achieve your financial goals while staying true to your vision and beliefs. We enjoy working collaboratively to help clients like you experience life in the present, look forward to the future and create a meaningful legacy. Our strengths include:
Strategic Financial Planning
Performance extends beyond a rate of return. We believe you are the CEO of your wealth, and we act as your CFO, accountable to you. We seek high performance in our client care commitment and hold ourselves to a standard of excellence.
Advanced Wealth Solutions
We offer access to advanced financial tools and bespoke strategies. From investment management to estate planning and trust services, our solutions are tailored to you.
Personalized Advisory Services
Because we care, it is natural for us to go above and beyond, to provide dedicated, one-on-one advisory support. Our high standards compel us to provide our clients with concierge service.
